The exchange of documents to back up your financial schedule is always a good idea, but this exchange is not strictly required. There is no doubt that complete disclosure of all assets, income, and debts on your financial schedule is essential. In addition to that disclosure, it is a good idea to exchange statements or appraisals associated with the disclosures on each of your financial schedules. Doing so can help show that each party understands and agrees that the values on their financial statements are accurate and not in dispute. It is up to you and your spouse as to whether you would like to attach these statements to the back of your respective financial schedules, and doing so can add an extra layer of validation, and if your postnup is in dispute in the future, having those statements attached can help.
At this time, you cannot attach any financial statements through the Postnup.com platform -- this will need to be done outside of the system.
Income:
Personal tax returns for the years included on your financial schedule
Most recent pay stub
Assets & Accounts:
A copy of the most recent statements related to your assets and accounts (including but not limited to):
A copy of each party’s recent credit report
A copy of all most recent bank account statement(s)
A copy of all most recent investment account statement(s)
Most recent retirement plan statement(s)
Business-related documentation, including an estimated value
Business tax return(s)
Titles and deeds to all real property
Copies of insurance policies
Most recent appraisals and tax bills for real estate
Copies of all vehicle titles and registrations
Kelly Blue Book value of each vehicle
Appraisals of valuable personal property, such as jewelry, antiques, and collectibles.
Liabilities:
A copy of the most recent statements related to your debts and liabilities (including but not limited to): Including credit card accounts, even if they have zero balances, aligns with comprehensive financial disclosure practices and avoids potential disputes.
Most recent mortgage statement(s)
Most recent car loan statement(s)
Most recent credit card statement(s)
Most recent medical debt bill(s)
Most recent tax debt bill(s)
Credit card accounts, including those with zero balances, to ensure completeness and accuracy of liabilities disclosure.
Whether or not you choose to exchange back-up documentation, your Postnup.com agreement will also contain a “Memorandum of Further Disclosures” page. This page will contain signatures from both of you, and states that you are each satisfied with the backup documentation (or lack thereof).
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